Banking Concierge & Relationship Advisor

Truist Wealth; Southport (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Wealth in Southport, NC seeks a regular full-time teammate to provide timely client transactions, accurate records, and diligent handling of funds. You will deliver superior service, identify client financial needs, and support a strong sales and service culture.

The role emphasizes learning IRM concepts, participating in branch routines, and expanding product knowledge while complying with policies and procedures. Weekend and extended hours may be required.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Willingness to travel for temporary staffing needs and to work weekends/extended hours.

Responsibilities

• Provide distinctive client experience through courteous interactions and transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales process via outbound calls and client needs identification.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge and serve clients.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication skills

PC keyboard/microsoft Office

Multi-tasking

Customer service

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Southport, NC seeks a regular full-time teammate to provide timely client transactions, accurate records, and diligent handling of funds. You will deliver superior service, identify client financial needs, and support a strong sales and service culture.

The role emphasizes learning IRM concepts, participating in branch routines, and expanding product knowledge while complying with policies and procedures. Weekend and extended hours may be required.